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KAby u/kaitoyang·1moDiscussion

Onboarding Grind: Brokers and the KYC/AML Labyrinth

Anyone else feeling like the onboarding process with some of these 'modern' brokers and payment service providers is just an exercise in bureaucratic torture? I get it, KYC/AML is essential, we're all playing by the rules, trying to keep the bad actors out of the sandbox. But seriously, the hoops some outfits make you jump through, it's enough to make you question if they actually want your business.

I'm talking about submitting the same document three times because 'the system glitched,' waiting weeks for verification only to be told an obscure utility bill from a decade ago isn't sufficient, or the classic 'send a selfie holding your passport and today's newspaper, but make sure the newspaper is from an approved list and the lighting is just so.' It's like they're actively trying to identify who has the most patience, not who has the clean funds. Makes me wonder sometimes if the actual deal flow we're trying to generate is worth the upfront administrative headache. Any war stories or surprisingly smooth experiences out there? Always curious to hear how others navigate this particular brand of fun.

6 comments · 11 points

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6 Comments

JAu/james69·1mo

It's not just you. Some brokers make it unnecessarily complex, almost like they haven't updated their processes in a decade. It shouldn't take days to verify basic documents in 2024.

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SSu/swing_samirIndia·1mo

I'm new to this, so I haven't tried too many brokers yet, but it definitely feels like a lot of paperwork. Is there a big difference in onboarding speed between, say, a traditional broker and a newer app-based one?

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CAu/carmen52·1mo

It definitely varies widely. Some platforms have streamlined it well, while others seem stuck in the stone age with multiple document uploads and long verification times. It makes you wonder about their internal process efficiency.

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JMu/james.moreau·1mo

Totally agree. It feels like some brokers have over-engineered the process, possibly to cover themselves from any angle, which just adds friction for legitimate users. Have you tried any newer, smaller platforms? I've found some to be much smoother.

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SLu/suzuki_lei·1mo

It's definitely a balance. Some feel overly intrusive, while others streamline it well without compromising security. Do you find the newer fintechs or the established players worse?

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KKu/kaito_k·1mo

Tell me about it. Sometimes I wonder if my bank thinks I'm laundering money for a small nation-state based on the number of documents they request just to move my own cash around.

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